EDELWEISS Rubik PMS

A portfolio of multicap companies aiming to generate alpha over index predominantly based on promoter alignment

Key Attributes

Inception Date: 9 January 2018

Number of Stocks: Upto 25 stocks, both sector and marketcap agnostic, with each having a maximum concentration of 10% of the aum

Fund Manager Name: Mr. Sahil Shah

Fund Manager Experience: Mr. Sahil Shah : 1. Sahil has more than a decade of experience in the equity markets, both in the buy-side and the sell-side of the investment management function. 2. He joined Edelweiss Group in 2012 as a senior research analyst and climbed up the ranks to become the fund manager for Edelweiss Focused Small Cap Portfolio (formerly Hexagon portfolio) in 2015. 3. Prior to joining Edelweiss Group, Sahil has worked with Anagram Capital Limited for almost 5 years as sell-side analyst. 4. He has also authored thematic reports on ‘Auto Components – Mega trends’ and ‘Value Investing’.

Fund Manager Qualification: Mr. Sahil Shah: He has completed his B.Com. from Gujarat University and has obtained Chartered Financial Analyst (CFA) from ICFAI University.

Investment Objective

To build a portfolio of multi-cap companies where promoters are gradually increasing their stakes (promoter alignment); then eliminating companies with poor financial track record and assessing them on quality of business, valuation and corporate governance.

Investment Philosophy

Promoter buying has a great signalling value for future share price performance

Don’t Just Invest. Make an Informed Decision.